Past Events

Feb
15
2022

Complimentary admission | Open to members and non-members | Press allowed

Join us for an MMI Webinar, featuring Randy Bullard, Global Head of Wealth at Charles River Development, and Darren Tedesco, President of Advisor360o, for a timely discussion of the value of partnerships in navigating the integrated wealth ecosystem.

MMI Webinars

Feb
10
2022

February 10, 2022 | 4:00-5:30 PM ET
Complimentary admission | Donation encouraged | Open to members and non-members | Press allowed

MMI’s event to advance DE&I in the financial services industry


Feb
8
2022

Complimentary admission | Open to members and non-members

Join us for an MMI Webinar presented by the new MMI Blockchain Finance Forum community focused on the benefits of passive and active investing in cryptocurrencies.

Matt Hougan, CIO of Bitwise, and Josh Kernan, Partner at Permian Capital, will discuss investing in a broad range of cryptocurrencies beyond Bitcoin.

 

MMI Webinars

Jan
13
2022

January 13, 2022 | 12:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed

This webinar, the third in a four-part virtual series, is designed for diverse middle management professionals in the asset management and wealth management industry. It is an opportunity to hear from esteemed diverse senior managers about their personal career journeys in investment management.

 

 

Topics of discussion include:

MMI Webinars

Dec
8
2021

December 8, 2021 | 1-4 PM ET
Complimentary admission | Open to members and non-members | Press allowed

Join us virtually for the Inclusive Marketing Symposium sponsored by the Insured Retirement Institute (IRI) and MMI.


Dec
7
2021

Tuesday, December 7, 2021 at 4:00 PM ET
Complimentary admission | Open to members only | Press allowed

Join us for a special MMI event presented by MMI's Marketing Community and sponsored by:

MMI Webinars

Dec
6
2021

Complimentary admission | Open to members and non-members

As a distribution professional, would you like to learn a proven sales strategy so simple it fits on an index card?

Join us for an MMI Webinar, sponsored by the Women in Distribution Community, to hear from Brian Margolis of PGwholesaling.com about creating a simple weekly strategy that is being used by successful wholesalers to:
 

MMI Webinars

Nov
11
2021

November 11, 2021 | 12 PM ET
Complimentary admission | Open to members and non-members | Press allowed

The winners of this year’s MMI/Barron’s Industry Awards will be announced at a virtual awards ceremony on Thursday, November 11 at 12 PM ET. The awards ceremony is free, and it is open to both MMI members and non-members.


Nov
9
2021

Tuesday, November 9, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members

Wholesalers are challenged more than ever to grow and manage their businesses. The competition to connect with clients and prospects and generate new assets has never been greater.

MMI Webinars

Nov
4
2021

Complimentary admission | Open to members and non-members | Press allowed

MMI Webinars